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- Nathan Whitfield
Nathan Whitfield
- Name
- Nathan Whitfield
- ID
- 444544
- ABN
- –
- First Provided Advice
- 2013
- Restrictions
- Excluding Self Managed Super Funds. This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- Dec. 12, 2019
- Ceased
- May 11, 2020
- Status
- Ceased
- Licence Holder
- Alpha Investment Management Pty Ltd (#307379)
- Commenced
- Sept. 15, 2016
- Ceased
- Aug. 20, 2018
- Status
- Ceased
- Licence Holder
- Fiducian Financial Services Pty Ltd (#231103)
- Commenced
- May 29, 2019
- Ceased
- Nov. 29, 2019
- Status
- Ceased
- Licence Holder
- Infocus Securities Australia Pty Ltd (#236523)
- Commenced
- Aug. 21, 2018
- Ceased
- April 19, 2019
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- Sept. 2, 2013
- Ceased
- Aug. 11, 2016